See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,588 | $118,849-97.0% | $96,562-96.3% | $167,490-97.9% |
| Participation rate | 57.9% | 75.5%-17.6pp | 69.8%-11.9pp | 82.1%-24.2pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $712 | $3,120-77.2% | $2,356-69.8% | $4,837-85.3% |
| Participant deferral / active EE | $1,115 | $4,616-75.9% | $3,849-71.0% | $6,341-82.4% |
| Admin fee / account holder | $3,698 | $8,065-54.1% | $6,181-40.2% | $12,309-70.0% |